Financial Services

Many clients value our advice as well as our ability to oversee and directly manage the financial strategies and plans we develop for them. At Wilkin & Guttenplan we provide a range of services to assist clients with wealth accumulation, protection and transfer, including:

Asset Management

• Asset Allocation Strategy
• College Funding
• Employee Benefit, Compensation and Retention Planning
• Financial Planning
• Investment Management
• Personal and Business Life, Health, Annuity; Disability/Buy-Sell and "Key Person" Insurance
• Qualified and Non-Qualified Retirement Planning
• Wealth Management

Liability Management

Our relationship with First American Mortgage means we can provide our clients with competitive interest rates for Mortgage Origination/Refinancing for primary, secondary and commercial properties in New Jersey, New York and Pennsylvania.